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Enicholas
Level 1

How do I match my bank deposits to the deposits in my checkbook register. The credit card company has combined several payments into one deposit.

 
1 Comment 1
MorganB
Content Leader

How do I match my bank deposits to the deposits in my checkbook register. The credit card company has combined several payments into one deposit.

Good morning, Enicholas.

 

Thanks for taking the time to reach out here in the Community. I'm happy to lend a hand with matching the deposits in your QuickBooks Online account.

 

Follow these steps to get this done:

 

  1. Go to Transactions, then select Bank transactions.
  2. Find a downloaded record. If you're in:
    • Business view: look for “matches found” in the Assign to column.
    • Accountant view: look for “matches found” in the Category or match column.
  3. Select the downloaded record to expand the view. Note the date, Description (or Bank detail), and amount spent or received.
  4. Review the Suggested matches for any possible matching transactions already entered in QuickBooks.
  5. Select the link next to each match to get more details. Suggested matches will be the same amount as and from a similar date range as the downloaded transaction. Make sure that the match is correct.
    Note: If the suggested matches are not correct, select Find other matches to look for other transactions.
  6. Select a match if it's correct, then select Match to match it.

 

You'll also be able to select the Split button when adding to split the bulk deposit. I'm linking a couple of articles below that I believe you'll find helpful:

 

 

I'd also like to recommend checking out a new service from Intuit called QuickBooks Live Expert Assisted. With this program you can connect with live accounting experts for assistance with more complex accounting questions. 

 

If I can help with any other questions please don't hesitate to reach back out. The Community always has your back.

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